What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
Big Technology Podcast
07/24/26
•64m
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Could trouble for AI stocks lead to a recession or worse? 2) How the wealth effect might slow consumer spending if AI causes a stock market pullback 3) One scenario that might lead to a collapse 4) Google stock falls on spending concerns 5) Could the switch flip very quickly on big tech capex 6) Subprime data center crisis 7) How much does the data center buildout resemble the financial crisis? 8) What type of revenue is needed to prevent a collapse 9) SpaceX stock tanks 10) Will SpaceX acquire Tesla? 11) Will SpaceX acquire OpenAI?
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Previous Episode
Alex Stamos is the former chief security officer at Meta and the chief product officer at Corridor. Stamos joins Big Technology to discuss how OpenAI models reportedly escaped a testing environment, accessed the internet, and hacked Hugging Face while attempting to ace a cybersecurity evaluation. Tune in to hear why the incident represents a major leap in autonomous, long-horizon cyber capabilities, and what it reveals about the risks of giving advanced AI systems broad objectives without sufficient safeguards. We also cover whether the episode qualifies as true AI misalignment, the danger of open-weight cyber models, the limits of pausing AI development, and why defenders may soon need AI systems capable of responding at machine speed. Hit play for a clear-eyed look at the cyber chaos advanced AI could unleash, and what governments and technology companies should do next.
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Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
Watch the full documentary here: https://www.gravitee.io/ai-agent-documentary
Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b
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Next Episode
How China Caught U.S. AI — With Grace Shao
July 29
•61m
Grace Shao is the author of AI Proem. Shao joins Big Technology Podcast to discuss how Chinese AI labs have caught their American rivals despite operating with less advanced computing infrastructure. Tune in to hear how talent, specialization, open-source collaboration, and fierce competition helped models like Kimi K3 approach the U.S. frontier, and what that means for OpenAI, Anthropic, and the business of selling intelligence. We also cover model distillation, China’s compute constraints, the growing importance of AI products, why top researchers are returning to China, and the country’s emerging robotics advantage. Hit play for a clear-eyed look at whether the United States can preserve its AI lead.
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Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
Watch the full documentary here: https://www.gravitee.io/ai-agent-documentary
Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b
Stop online threats before they become real-world attacks. Visit ironwall.com/BIGTECHNOLOGY and request a free Risk Assessment to see exactly how exposed your executives are
Learn more about your ad choices. Visit megaphone.fm/adchoices
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